Investment Portfolio Analysis

We shall do a detailed Analysis of your existing Investment Portfolio, assess your current financial situation and help you with appropriate investment strategies & provide you with an Action Plan to help you better align your portfolio with your Financial Goals.

Customized Business Insurance

Group Health Insurance, Employer-Employee Insurance, Key Man Insurance, Workmen’s Compensation Policy, Malls and Multiplex Policy, Event Insurance such as Wedding, etc.

Equities, Derivatives & Commodities Trading – Demat Services

Both Offline &Online trading on most popular Indian exchanges such as NSE, BSE, MCX & the NCDEX along with Investment advisory services.

Income Tax Planning, Computation & E-Filing Services

Resident Salaried Individuals residing anywhere in the Country can E-File their Income Tax Returns through us by sending us the required documents. The payment of fees, which are very nominal, can be made online, to E-file your IT Returns.

Will Writing/Succession Planning

Whatever be your age, if you have assets,e.g., a house, savings, a business, or people you'd like to look after, consider making a Will. Not making a Will can cause months or years of grief for your loved ones.

NRI Services

We cater to various NRI services line opening a 3-in-1 bank account with Demat and Trading facilities besides other investment advice, which are available to resident individuals.

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